BIO-individual-CFN-revised
 

Extended Team

Commonwealth Financial Network®

Our clients work very closely with our core team on a day-to-day and ongoing basis. In addition, we have access to a robust, extended team of experts through our partnership with Commonwealth Financial Network®, a leading Registered Investment Adviser–broker/dealer, and their support staff:

  • Commonwealth Retirement / 401(k) Team

  • Commonwealth Investment Research Team

  • Commonwealth Planning Team

  • Commonwealth Insurance Team

These experts help us provide you with the best possible service. We are happy to provide bios of the extended team upon request.